| Passwordless client access | Confirmed Clients use one secure browser link and a one-time code, with no platform account to create. | Ask supplier Ask the supplier to demonstrate the current client sign-in and return experience. |
|---|
| Smart onboarding reminders | Confirmed Email and SMS reminders respond to client progress and stop once the work moves on. | Ask supplier Ask how reminders respond to progress, inactivity and completed work. |
|---|
| Focused correction requests | Confirmed The firm can reopen only the affected item instead of resetting completed onboarding work. | Ask supplier Ask the supplier to show how a client corrects one rejected item. |
|---|
| Identity, KYC and AML | Confirmed Identity evidence, AML results and firm decisions share the matter. | Confirmed Biometric identity, KYC and AML are part of the platform. |
|---|
| Source of Funds and Wealth | Confirmed Source-by-source explanations, evidence, variance and donor work. | Confirmed Verify 365 describes Source of Funds and Wealth using open banking. |
|---|
| KYB and business clients | Confirmed Company registry, business AML, corporate document and key-person checks can run from the company party record, according to the configured workflow. | Confirmed Global KYB company checks are included in the stated feature range. |
|---|
| Forms and electronic signatures | Confirmed Forms, official PDFs, Client Care Letters and signatures share the matter. | Confirmed Verify 365 describes intake forms, electronic forms and signatures. |
|---|
| Matter and tenure packs | Confirmed Pack requirements can change by matter, tenure and party. | Ask supplier Confirm the current matter, tenure and party assignment controls. |
|---|
| Risk assessment draft from evidence | Confirmed Suggested responses carry confidence, rationale and evidence references. | Ask supplier A directly equivalent editable draft was not confirmed when checked. |
|---|
| Controlled donor onboarding | Confirmed The firm reviews the gift before inviting the donor to focused work. | Ask supplier Confirm the current donor and Giftor Letter workflow directly. |
|---|